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Sara-Bay Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Sara-Bay Financial’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.98M Sell
239,691
-1,244
-0.5% -$50.6K 2.13% 9
2026
Q1 		$9.26M Sell
240,935
-6,961
-3% -$301K 2.78% 10
2025
Q4 		$12.4M Buy
247,896
+46,623
+23% +$2.65M 3.69% 9
2025
Q3 		$13.1M Buy
201,273
+6,373
+3% +$415K 3.66% 8
2025
Q2 		$11.9M Sell
194,900
-3,102
-2% -$174K 4.27% 7
2025
Q1 		$9.42M Buy
198,002
+191,777
+3,081% +$10.2M 4.15% 7
2024
Q4 		$333K Buy
+6,225
New +$294K 0.12% 68

Other funds holding IBIT

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sara-Bay Financial's IBIT Position: Q2 2026 in Review

Sara-Bay Financial reduced its iShares Bitcoin Trust (IBIT) stake by 0.52% in Q2 2026, selling an estimated $50.6K and leaving 239,691 shares worth $7.98M. The position accounts for 2.13% of the portfolio, ranked #9.

Sara-Bay Financial first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.1M in Q3 2025. 463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Sara-Bay Financial held 239,691 shares of iShares Bitcoin Trust worth $7.98M as of Q2 2026.
  • Sara-Bay Financial sold 1,244 iShares Bitcoin Trust shares in Q2 2026, an estimated $50.6K.
  • iShares Bitcoin Trust made up 2.13% of Sara-Bay Financial's portfolio in Q2 2026, its #9 holding.
  • Sara-Bay Financial first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Sara-Bay Financial's iShares Bitcoin Trust position peaked at $13.1M in Q3 2025.
  • 463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.